| 1 | PRUDENTIAL FINANCIAL INC | $23.1M | 458,000 | Hold |
| 2 | HighTower Advisors, LLC | $5.8M | 114,529 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.0M | 79,683 | Trimmed |
| 4 | Goldstein Advisors, LLC | $3.5M | 69,871 | Added |
| 5 | Sanctuary Advisors, LLC | $2.9M | 57,316 | New |
| 6 | DAYMARK WEALTH PARTNERS, LLC | $2.5M | 48,939 | Added |
| 7 | Ameritas Advisory Services, LLC | $2.4M | 47,585 | Added |
| 8 | Commonwealth Retirement Investments LLC | $2.0M | 40,429 | Added |
| 9 | Symphony Financial, Ltd. Co. | $1.8M | 35,887 | Added |
| 10 | Crusonia Wealth Advisors LLC | $1.6M | 32,345 | New |
| 11 | TRUIST FINANCIAL CORP | $1.5M | 29,421 | Added |
| 12 | EverSource Wealth Advisors, LLC | $1.3M | 26,710 | Added |
| 13 | KINGSWOOD WEALTH ADVISORS, LLC | $1.1M | 21,103 | Added |
| 14 | LPWM LLC | $605,383 | 12,008 | New |
| 15 | VestGen Advisors, LLC | $598,476 | 11,871 | Hold |
| 16 | Pine Harbor Wealth Management, LLC | $488,824 | 9,696 | New |
| 17 | Janney Montgomery Scott LLC | $459,000 | 9,102 | New |
| 18 | Cetera Investment Advisers | $432,804 | 8,585 | New |
| 19 | Bedel Financial Consulting, Inc. | $403,320 | 8,000 | Hold |
| 20 | Spinnaker Investment Group, LLC | $400,093 | 7,936 | New |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $375,153 | 7,441 | New |
| 22 | Foundations Investment Advisors, LLC | $367,072 | 7,281 | Added |
| 23 | Beacon Capital Management, LLC | $364,052 | 7,221 | Added |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | $352,905 | 7,000 | New |
| 25 | Vestmark Advisory Solutions, Inc. | $352,905 | 7,000 | New |